State of the Market We’ve just closed the book on the best month in NFT history....Note: We are watching marketplace activity on other chains and will continue to include relevant marketplaces...speculate on them purely based on rarities and price action, and the high number of speculators in these markets...

Paying especially close attention to the South Korean, Japanese, and Chinese markets, we will also highlight...The two main reasons Asia represents a comparatively more “crypto-friendly” gaming market that is positioned...games targeted at the domestic market....However, we have yet to see many sustainable case studies of this in the market.

...crypto enthusiasm once again pivots back to the U.S. where the Trump campaign’s embrace has provided markets...a fresh spark amidst the summer doldrums, the seeds of crypto’s real adoption – scaled, mass-market...Morgan bank account clipping 5% in their money market fund against 3% inflation.

Everyone cheered and markets rallied....Where does that leave markets today?...In our Market Musings from August 6th, we cautioned that markets we’re not likely out of the woods just...in crypto markets to continue....In previous editions of Market Musings, we’ve looked into identifying and taking advantage of market...

markets....The market structure shift we discussed in the previous editions of Market Musings has solidified with...So far for the last year, the market has been very clear....Last cycle we had stables grow from $5-$10bn market cap to nearly $200bn market cap at peak.

But all of us feed the market....The core problem is that illiquid markets = inefficient markets....the market....Prediction markets do something similar for markets....Decision markets are essentially parallel markets for governance tokens.

Market Update With L1 szn taking hold of crypto markets, DeFi coins have fallen out of favor over the...Last week, we saw yet another swift yet sharp correction in the crypto market, albeit not as extreme...takes a hold of the market....DeFi money markets are as strong as they ever have been.

Welcome back to Market Musings, our weekly memo covering timely market happenings....market environment....the broad crypto market)....the crypto market....Market prices react when something causes a change in market expectations....The central theme of last week’s Musings was the catalyst driven nature of the current market environment...

DELPHI CONSULTING State of Token Markets Fixing the Issues Plaguing Token Issuance and Token Markets...With Performance II What Broke Token Markets The TRUMP Effect on Memecoin Markets IV The Way Forward...Memecoin markets must reclaim authenticity Tokens considered a junior investment class The market...Design Better token Markets.

Unsurprisingly, interest tends to pick up during bull markets and wane in bear markets....If the market were to mimic the same peak-to-trough drawdown of last cycle (~93%), the total market cap...Once the market turns, we’d expect to see some of this dry powder re-enter the market....markets.

Welcome to Market Insights, a weekly newsletter focused on markets, macro, and whatever’s top of mind...In last week’s “Markets Insights”, we discussed a few tools that we can use to help visualize and track...We noted several potential plays in last week’s Market Insights, but another example we’ve been tracking...

Market Update Today was starting to look despondent, with BTC seeming to have rejected a key trend line...North American open, BTC posed a stern reversal (as you’ll see in this post) and pulled the rest of the market...Crypto markets are all too familiar with “fakeouts.”...in spot markets inspires some confidence.

It’s important to remember every bull market sees some period of price consolidation — the market never...Role of ETFs in Equity Markets ETFs have revolutionized investment markets by providing a vehicle that...Market Liquidity: Regular rebalancing trades can enhance overall market liquidity.

Ostium: The Gateway to Global Markets Traditional Markets ✓ Deep liquidity ✓ Commodities, FX, Equities...Ostium: The Gateway to Global Markets Delphi Consulting | 06 Market Structure is the Core Bottleneck...-23% size of wicks on PAXG perps while spot gold flat Market Hours After traditional markets close...Market signal is clear.

At the time of writing… BTC’s market cap is still only 11% of the combined market cap of the MAG7 (AAPL...There’s 3x more money held in US money market funds compared to BTC’s market cap....PBOC liquidity played a role in the 2020/21 crypto bull market, the 2022 bear market, the late 2022/early...environment means for crypto markets.

Apps like Pendle have found product market fit by allowing users to speculate on the points market....There is no marketing budget; restaurants market to nearby restaurants and grow the business through...Market Research Market research, and more broadly advertising, is one of the biggest industries in existence...

The US Treasury has become a servant to the bond market — and the UST market is being propped up by a...The crypto market is driven primarily by flows, momentum, and narrative, developing into a market that...moreso resembles a stock pickers market rather than a passive allocation market.

As many of us gear up for the holiday season, the market is not looking quite as cheerful....For starters, market sentiment towards crypto is in the gutter....We’ve also pointed out the strong correlation between USD strength and market expectations for faster...We know by now spikes in equity market volatility often have an adverse impact on BTC and the broader...

Setting the Stage – Signs of a Market Bottom The crypto market is facing one of its sharpest drawdowns...The truth is no one knows exactly when this market will bottom out....The total market cap of the public crypto market (ex-BTC and ETH) is currently trading right at its 2018...and accomodative market conditions.

Market Update The markets are red again, with BTC and ETH both nuking into the Asia session and consolidating...When the ratio is rising, open interest is growing faster than market cap and vice versa....In all 3 instances, we saw open interest grow faster than market cap after a significant rally....a firmer grasp on where the market is heading.